Presales Executive (Alliance)

About the Role:

We are hiring a Pre-Sales Executive (Alliance Specialist) for our Andheri-East branch to connect with doctors, HNI clients, and commercial associations. If you enjoy networking, organizing events, and helping people plan their financial future, this role is for you!

You will work with professionals like doctors and business owners, set up webinars/meetings, and partner with local hospitals or associations to spread financial awareness.

About Finnovate:

Finnovate is India’s first financial planning company dedicated to making every Indian financially fit. Through our FinFit™ Model, we offer smart financial advice (not product selling) for budgeting, taxes, investments, insurance, and estate planning. We’ve already helped 3,000+ professionals across India!

Key Responsibilities:

-Build and manage a database of HNI clients.

-Organize financial awareness events, webinars, and 1-on-1 meetings.

-Partner with local hospitals, associations, and organizations for collaborations.

Preferred Background:

-Sales or Business Development experience (Mumbai).

-Strong local market knowledge and business network.

What We’re Looking For:

-Excellent communication in Marathi, Hindi and English.

-Confident, self-motivated, and open to travel for field activities.

-Quick learner with a positive, result-driven attitude.

Perks & Benefits:

-Health insurance (including dependents).

-Paid time off and holidays.

-Paid parental leave.

-Learning and development programs.

-Performance bonuses and rewards.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹45,000.00 per month

Benefits:

• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person